Harbour Investments Inc. Has $8.46 Million Holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL)

Harbour Investments Inc. boosted its holdings in Capital Group Core Balanced ETF (NYSEARCA:CGBL) by 21.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 270,602 shares of the company’s stock after buying an additional 47,745 shares during the quarter. Harbour Investments Inc. owned approximately 1.91% of Capital Group Core Balanced ETF worth $8,462,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Janney Montgomery Scott LLC boosted its stake in Capital Group Core Balanced ETF by 101.0% in the fourth quarter. Janney Montgomery Scott LLC now owns 127,875 shares of the company’s stock valued at $3,999,000 after buying an additional 64,244 shares in the last quarter. Steward Partners Investment Advisory LLC raised its position in Capital Group Core Balanced ETF by 101.0% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 27,816 shares of the company’s stock valued at $870,000 after purchasing an additional 13,980 shares during the last quarter. Spire Wealth Management bought a new position in Capital Group Core Balanced ETF in the fourth quarter valued at about $270,000. Truist Financial Corp raised its position in Capital Group Core Balanced ETF by 241.7% in the fourth quarter. Truist Financial Corp now owns 54,683 shares of the company’s stock valued at $1,710,000 after purchasing an additional 38,680 shares during the last quarter. Finally, Allworth Financial LP bought a new position in Capital Group Core Balanced ETF in the fourth quarter valued at about $105,000.

Capital Group Core Balanced ETF Trading Up 1.1 %

Capital Group Core Balanced ETF stock opened at $31.15 on Friday. The company has a market capitalization of $1.73 billion, a PE ratio of 26.49 and a beta of 0.76. Capital Group Core Balanced ETF has a 12 month low of $27.94 and a 12 month high of $32.65. The stock has a 50-day moving average price of $31.84 and a two-hundred day moving average price of $31.51.

Capital Group Core Balanced ETF Company Profile

The Capital Group Core Balanced ETF (CGBL) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that offers a balanced approach to total return and capital preservation. The fund employs an active asset allocation strategy to invest in equities, debts, money market instruments, and cash.